In this article from Financial Planning Magazine detailing the CFP’s release of a “Generative AI Ethics Guide”, John O’Connell weighs in, noting that while the guide provides sound direction on use cases where AI technologies can be used to save time for an advisor, “It should include guidance on educating the advisor on the risks of using AI technologies.”
Learn more about the Oasis AI Readiness Index™ in this news release... read more
John O'Connell was quoted in this article from The Daily Upside where... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
Multiple publications in the wealth management industry covered the launch of The... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
For the second year in a row, The Oasis Group has been... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
